Glassman Wealth Services’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.41K | Hold |
16
| – | – | ﹤0.01% | 159 |
|
|
2025
Q1 | $3.89K | Hold |
16
| – | – | ﹤0.01% | 181 |
|
|
2024
Q4 | $3.99K | Buy |
+16
| New | +$3.99K | ﹤0.01% | 150 |
|
|
2021
Q2 | – | Sell |
-6,446
| Closed | -$1.22M | – | 1664 |
|
|
2021
Q1 | $1.22M | Hold |
6,446
| – | – | 0.26% | 35 |
|
|
2020
Q4 | $1.1M | Buy |
6,446
+24
| +0.4% | +$4.08K | 0.25% | 38 |
|
|
2020
Q3 | $930K | Buy |
6,422
+24
| +0.4% | +$3.48K | 0.26% | 40 |
|
|
2020
Q2 | $831K | Buy |
6,398
+25
| +0.4% | +$3.25K | 0.26% | 38 |
|
|
2020
Q1 | $703K | Buy |
6,373
+40
| +0.6% | +$4.41K | 0.27% | 38 |
|
|
2019
Q4 | $975K | Buy |
6,333
+60
| +1% | +$9.24K | 0.37% | 31 |
|
|
2019
Q3 | $916K | Hold |
6,273
| – | – | 0.37% | 35 |
|
|
2019
Q2 | $915K | Buy |
6,273
+22
| +0.4% | +$3.21K | 0.37% | 36 |
|
|
2019
Q1 | $875K | Buy |
6,251
+31
| +0.5% | +$4.34K | 0.38% | 36 |
|
|
2018
Q4 | $749K | Buy |
6,220
+32
| +0.5% | +$3.85K | 0.4% | 35 |
|
|
2018
Q3 | $914K | Hold |
6,188
| – | – | 0.42% | 29 |
|
|
2018
Q2 | $840K | Buy |
+6,188
| New | +$840K | 0.42% | 27 |
|
|
2017
Q2 | – | Sell |
-1,558
| Closed | -$193K | – | 665 |
|
|
2017
Q1 | $193K | Hold |
1,558
| – | – | 0.13% | 77 |
|
|
2016
Q4 | $186K | Buy |
1,558
+1,128
| +262% | +$135K | 0.13% | 87 |
|
|
2016
Q3 | $48K | Buy |
430
+343
| +394% | +$38.3K | 0.04% | 148 |
|
|
2016
Q2 | $9K | Hold |
87
| – | – | 0.01% | 344 |
|
|
2016
Q1 | $9K | Buy |
+87
| New | +$9K | 0.01% | 325 |
|